EIN 26-4520720

Step USA

IRS 501(c) type
501(c)(6)
Num. employees
0
Year formed
2009
Most recent tax filings
2024-03-01
NTEE code, primary
Description
Step USA educates professionals on international private client matters through monthly meetings, webinars, conferences, and special events. Its mission is to provide a professional organization for this purpose.
Also known as...
Society of Trust and Estate Practitioners Us
Total revenues
$659,686
2024
Total expenses
$720,402
2024
Total assets
$981,519
2024
Num. employees
0
2024

Program areas at Step USA

The primary program services are monthly educational meetings, webinars, annual conferences, and special educational events.

Personnel at Step USA

NameTitleCompensation
Paul SczudloChair$0
Lewis LinnTreasurer$0
Ellen KratzerImmediate Past Chair$0
Stephanie KriegelSecretary$0
Katharine DavidsonDirector / Los Angeles Chair and Chair / Chair / Secretary$0
...and 1 more key personnel

Financials for Step USA

RevenuesFYE 03/2024
Total grants, contributions, etc.$10,000
Program services$646,010
Investment income and dividends$2,624
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$1,052
Total revenues$659,686

Form 990s for Step USA

Fiscal year endingDate received by IRSFormPDF link
2024-032024-10-03990View PDF
2023-032023-10-30990View PDF
2022-032022-12-13990View PDF
2021-032022-01-28990View PDF
2020-032021-06-30990View PDF
...and 7 more Form 990s
Data update history
January 20, 2024
Posted financials
Added Form 990 for fiscal year 2023
January 20, 2024
Updated personnel
Identified 14 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2022
July 7, 2023
Updated personnel
Identified 5 new personnel
June 12, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Professional associationsBusiness and community development organizationsDisease-focused nonprofitsHeadquarter / parent organizations
Issues
HealthMedical disciplinesCommunity improvementBusiness and industry
Characteristics
MembershipsNo full-time employees
General information
Address
10250 Constellation Blvd 1400
Los Angeles, CA 90067
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Los Angeles County, CA
Website URL
step.org/about-step/usa 
Phone
(213) 250-5800
IRS details
EIN
26-4520720
Fiscal year end
March
Taxreturn type
Form 990
Year formed
2009
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
G90: Medical Disciplines
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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